Annual Report FY

u MOBIUS History....... 3 2012-2013 u MOBIUS Infographic & Statistics.......... 4-8 u Evergreen Report & Statistics......... 9-10 Annual Report FY 2012-2013 W e began our year with a new three year strategic plan and a celebration of the 15th anniversary of MOBIUS. It s amazing to think about how MOBIUS has transformed library services in Missouri since its inception and how our organization has transformed itself over the years while maintaining its primary purpose of resource sharing. This past year involved a lot of planning to increase resource sharing in and out of state, a new contract for sharing ebooks with MOBIUS libraries, giving some of our libraries an affordable way to access ebooks for the first time, a new associate membership level, the start of AV lending amongst our libraries, and the migration to Innovative Interfaces new Sierra platform. It was a very busy year indeed. All of the cluster servers, with the exception of MERLIN, migrated to the Sierra platform in February 2013. We spent the Spring and Summer evaluating hosting options for Sierra due to the high technical requirements for the Sierra servers. A decision on how to move forward with hosting was delayed until the following fiscal year due to the research we needed to conduct. Innovative Interfaces was sold in 2012 to two investment groups. New management was hired and a new focus on consortia was developed. A restructuring of the company was put into place in order to improve customer service, software development, and communication and relationships with their libraries and other vendors. Nathan James was assigned as our first Innovative Customer Relations Manager, enabling us to move forward past some of the obstacles of the past. MOBIUS hosted its first Eresources & Ebook Retreat for member libraries. It was a resounding success and gave us the idea to find a way to provide consortium-wide access to ebooks. Evaluating and choosing MOBIUS s first consortium-wide ebook contract was a long process. EBSCO was chosen as our ebook vendor after numerous vendor demonstrations, evaluations, and contract negotiations. Some of our member libraries are now providing access to ebooks for the first time. New Products Member libraries placed several new orders this year with Innovative Interfaces with their InnAppreciation Points. These points were awarded to each cluster as part of our Sierra Contract. These products were purchased and implemented: Archway--Consortium Extensions, AIRPAC/ Mobile Encore ARTHUR--Express Lane for Stephens College, Circa Inventory BRIDGES--Circa Inventory GALAHAD--donated all points to other clusters Kansas City--Pathfinder Pro, Spanish Language OPAC LANCE--Circa Inventory MERLIN--Spanish Language OPAC, Chinese Language OPAC, 10 InnoU training certificates, One Acquisition Accounting Unit QUEST--Circa Inventory SWAN--Circa Inventory TRAINING MOBIUS continued to travel to our member libraries for a total of 41 onsite sessions. We also provided several online training sessions, including Moving Forward, ALA Virtual Conference, and Library Juice Academy. ALA Virtual Conference 30 Moving Forword 186 Lead the Change 100 RDA Training 41 Library Juice Academy 5 Sierra 15 Millennium 68 Training Day 45 Total Attendees: 490

T he Board of Directors created a new level of membership called Associate Member. This new level allows libraries to join at a modest price so they may participate in discounts for electronic resources. This is a nonvoting member level. To date we have two members Poplar Bluff Municipal Library and Park University. I spent a considerable amount of time this year recruiting new members. Investigating out-of-state membership was a priority this year. I visited Tulsa- City County Library and several academic libraries in the Kansas City area, some in Kansas. I started a conversation with the Central Arkansas Library System in Little Rock as well. MOBIUS welcomed Concordia Seminary as a new member on the BRIDGES Cluster. Concordia added 300,000 items to the Bridges Cluster and to the MOBIUS Union Catalog. They went live with Millennium on January 3, 2013. A Task Force was formed to review the assessment model and some slight changes were made to the formula. We now only count requestable items in the Union Catalog which allows libraries to freely add nonrequestable items to the Union Catalog without worrying about incurring extra charges. As part of our goal to make the Union Catalog more user friendly, MOBIUS purchased Syndetics Enhanced Data for the MOBIUS Union Catalog. This gives our users access to cover images, table of contents, and summaries. We are investigating a discovery tool as well. The Board formed an AV Sub-Group of the MOBIUS Access Advisory Group to recommend policies and procedures governing the lending and borrowing of AV materials. The Board approved the recommendations and 15 of our libraries started Celebrating our 15th Anniversary! MOBIUS celebrated its 15th year at the Annual Conference with cake, door prizes, and a trivia night featuring questions from 1998. It was a busy year that presented lots of opportunities and challenges. sharing AV materials on July 1, 2013. We hope to see this service expand. The MOBIUS Annual Conference was held in Jefferson City this year. Kim Massana, the new CEO of Innovative, spoke at our General Session, outlining his vision for the future of Innovative Interfaces. Nathan James, our Customer Relations Manager, spoke at lunch about the future of Sierra development. Our keynote, Steven Bell, talked about Creating the Conversation: Cut Through the Noise and Be the Signal to an audience of about 250 attendees. The MOBIUS Office also had some staffing changes this year. The Board approved a new position of System Administrator to assist with the management of all of our servers and internal network. Blake Graham-Henderson was hired for this position in August, 2012. Long-time employee, Janine Gordon, resigned her position at MOBIUS to move to Kansas City to be closer to family and to start a new career with the Mid-Continent Public Library. Our OPAC Specialist, Jessica Hammond left us to move to Wichita and Megan Durham was hired as her replacement in August 2012. The Board of Directors started the process of separating the MOBIUS staff from the University of Missouri. An HR Consultant was hired to assist us with the process. We are on target to manage our own human resources by July 1, 2014. It was a busy year that presented lots of opportunities and challenges. We are moving forward with our strategic plan while staying true to our mission of providing equal access to information for all our member libraries and their users. MOBIUS libraries understand the power of resource sharing. The MOBIUS Union Catalog removes the hurdle of traditional Interlibrary Loan and empowers the user to search and find easily and quickly the information they need. The cohesiveness of our organization helps us all to provide quality services to our libraries and their users. We will continue to focus on what we do best--- resource sharing. Board of Directors Valerie Darst, President Gail Staines, Past President Cynthia Dudenhoffer, Vice- President Stephanie DeClue, Secretary Corrie Hutchinson, Treasurer Jim Cogswell, Member At-Large Mollie Dinwiddie, Member At-Large Wendy McGrane, Member At-Large Regina Cooper, Public Library Representative Sharon Upchurch, Academic Library Representative Lorem ipsum dolor sit amet, Susan Morrisroe, Special Library consectetuer adipiscing elit, sed Representative Margaret diam nonummy Conroy, State nibh euismod Librarian (Ex-officio) tincidunt ut laoreet dolore erat magna aliquam erat volutpatut wisi enim ad minim veniam, quis nostrud exerci tation lorem IUG wisi ullamcorper. Conference Et iusto odio te ignissim qui blandit praesent luptatum Scholarship zzril delenit augue duis dolore te feugait nulla facilisi. orem ipsum dolor sit amet. The MOBIUS Board of Directors awarded our first IUG Conference Scholarship Recipient to John Oyler. John works at St. Paul School of Theology. This scholarship enabled John to attend his first ever IUG Conference. We hope many of our member library staff can benefit from this scholarship in the years to come.

CELEBRATING at15 1998-2013 1999-- MIRACL (St. Louis University, Washington University, University of Missouri) goes live as MOBIUS. 2000 The 1st Annual MOBIUS Conference is held at the University of Missouri- Columbia 2001 LANCE, Bridges, QUEST, Galahad 1998 2000 ARTHUR, Archway, SWAN and WILO (now Kansas City) 2002 TOWERS completes the implementation of the 50 charter members I t was the late nineties. 1998 to be exact. It was the year of Monica Lewinsky, the blockbuster Titanic, Windows 98, the creation of Google, the first Harry Potter book, and the end of Seinfeld. The World Wide Web was fast becoming a major part of libraries around the world. With the advent of the Internet came new possibilities and new challenges for libraries. In Missouri there was a group of librarians that were having a conversation about how to better share their resources. Even earlier than 1998, Saint Louis University, the University of Missouri, and Washington University systems were researching new Integrated Library Systems. The three institutions eventually came together to form the MIRACL catalog in 1997. Also in 1997 MPALA (Missouri Public Academic Library Administrators) sent out an RFI to obtain feedback from vendors on a Common Library Platform and likely costs. In 1997 Consultant Joe Ford wrote a report in support of forming MOBIUS with State Appropriations. This report has been commonly referred to as The Gold Book. In May 1998, a Memorandum of Understanding goes out to college/ university CEOs for signatures. And in June 1998, the Governor signs legislation authorizing over $10,000,000 for the creation of MOBIUS. In Sept 1998, the MOBIUS Council approves Innovative Interfaces as the software for the Common Library Platform. In December 1998, a host site agreement is signed with the University of Missouri. On January 4, 1999 the MIRACL Union Catalog is brought online under the name MOBIUS. MOBIUS staff are hired and become part of the University of Missouri Library Systems Office. The next several years are spent in implementation of the 50 charter member libraries. After implementation MOBIUS begins reinventing itself, creating a new strategic plan that will increase membership, expand services and find new ways to meet our mission of providing quality information resources to the citizens of Missouri. 2003 Springfield-Greene County Library joins MOBIUS as the first public library and 2004--pickup anywhere goes live cooperating partner increasing easy access to Lorem ipsum dolor materials. sit amet, consectetuer adipiscing elit, sed 2005--Missouri River Regional Library becomes the second diam nonummy nibh euismod 2005 The MOBIUS public library to join MOBIUS. tincidunt ut laoreet dolore erat Office and the UM magna aliquam Library erat Systems volutpatut Office wisi enim ad minim separate. veniam, 2005-- MOBIUS is cut from quis nostrud exerci tation lorem the state budget and becomes wisi ullamcorper. Et iusto odio 100% member funded. 2006 Beth Fisher, the te ignissim qui blandit praesent second MOBIUS Executive delenit Director augue is hired duis luptatum zzril dolore te feugait to replace nulla facilisi. George orem ipsum dolor Rickerson. sit amet. May 1, 2010 Donna Bacon, the third MOBIUS Executive Director, is hired. 2011 MOBIUS hosts and manages an Evergreen ILS for Poplar Bluff Municipal Library. November, 2011 Christian County Library and Camden County Library join MOBIUS as standalone members. March, 2012 MOBIUS signs a contract with the Missouri State Library to host and manage a public library consortium using Evergreen as the ILS. Poplar Bluff Municipal Library is migrated to the new consortium. Thirteen public libraries commit to forming the consortium. July 1, 2010 MOBIUS separates from the University of Missouri System to become a not-for-profit 501 (C)(3) organization. October, 2011 MOBIUS signs a contract with Innovative Interfaces to migrate all Millennium servers to their new platform, Sierra. January 2012 WILO changes their cluster name to Kansas City. June, 2012 MOBIUS moves all Millennium servers, with the exception of MERLIN, from the UM Data Center to a hosted virtualized environment at a commercial data center in Columbia. August, 2012 Goldfarb School of Nursing & St. Louis Art Museum join MOBIUS as standalone members. Happy 15th Anniversary! June 3-5, 2013 MOBIUS Annual Conference held in Jefferson City. February, 2013 All Clusters except MERLIN, migrate to 2013 Sierra

Statistics Tickets Opened & Closed In FY2012-2013, the MOBIUS Help Desk opened 11,977 tickets and closed 11,895. Breakdowns by queue, month, and institution are seen below. Tickets Opened & Closed Emergency General Implementation Quotes Record Loads Scheduler Training Web Services Opened 4 1724 22 14 4504 5418 23 268 Closed 4 1682 17 14 4512 5405 15 246 Ticket Breakdown by Month July Aug Sep Oct Nov Dec Jan Feb Mar Apr May June Opened 964 1117 985 1015 880 884 1121 913 974 1079 1186 859 Closed 946 1081 958 1045 882 858 1128 857 971 1086 1195 888

Statistics (cont.) Ticket Breakdown by Institution Institution Opened Closed A.T. Still University 31 39 Assemblies of God Theological Seminary 15 15 Avila University 64 66 Baptist Bible College 53 50 Camden County Library 1 1 Central Methodist University 23 24 Christian County Library 4 4 Columbia College 263 262 Conception Abbey & Seminary College 25 19 Concordia Seminary 76 63 Cottey College 98 99 Covenant Theological Seminary 110 102 Crowder College 138 144 Culver-Stockton College 40 42 Drury University 264 261 East Central College 115 116 Fontbonne University 263 261 Forest Institute of Professional Psychology 83 84 Goldfarb School of Nursing 29 29 Hannibal-LaGrange University 247 250 Harris-Stowe State University 7 7 Jefferson College 102 102 Kansas City Art Institute 82 81 Kenrick-Glennon Seminary 2 2 Lincoln University 55 51 Lindenwood University 565 570 Linn State Technical College 115 123 Logan College of Chiropractic 72 84 Maryville University 33 34 Metropolitan Community Colleges 55 53 Midwestern Baptist Theological Seminary 74 72 Mineral Area College 44 45 Missouri Baptist University 118 122 Missouri River Regional Library 4 5

Statistics (cont.) Ticket Breakdown by Institution (cont.) Institution Opened Closed Missouri Southern State University 332 329 Missouri State Library 24 24 Missouri State University 972 967 Missouri University of Science & Technology 732 749 Missouri Valley College 27 28 Missouri Western State University 383 375 Moberly Area Community College 44 50 North Central Missouri College 36 36 Northwest Missouri State University 594 593 Ozarks Technical Community College 175 175 Rockhurst University 133 136 Saint Louis University 13 14 Saint Paul School of Theology 27 27 Southeast Missouri State University 356 356 Southwest Baptist University 224 221 Springfield-Greene County Library 28 27 St Charles Community College 96 94 St Louis Art Museum 6 4 St Louis College of Pharmacy 32 32 St Louis Community College 158 157 State Fair Community College 36 29 Stephens College 36 37 Three Rivers Community College 110 112 Truman State University 130 127 University of Central Missouri 227 234 University of Missouri 1389 1328 University of Missouri - Kansas City 1395 1379 University of Missouri - St Louis 901 869 Washington University 49 49 Webster University/Eden Theological Seminary 381 381 Westminster College 69 68 William Jewell College 108 106 William Woods University 80 81

Statistics (cont.) Financial Statement FY 2010-2011 FY 2011-2012 FY 2012-2013 Revenues $4,745,773 $5,274,527 5,437,521 Expenses $4,405,347 $4,966,345 5,334,255 Borrowing FY 2010-2011 FY 2011-2012 FY 2012-2013 Intra-Cluster Borrowing 71,705 59,292 52,522 MOBIUS Borrowing 149,621 134,148 133,340 Total Borrowing 221,326 193,440 185,862 Unique Holdings Titles held by 1 library 7,357,452 Titles held by 2 or more libraries 3,258,715 Total 10,616,167 % of Unique Holdings 69.30% Help Desk FY 2010-2011 FY 2011-2012 FY2012-2013 Tickets Opened 1,946 1,959 1,960 Tickets Closed 1,911 1,902 1,901 (Excludes Evergreen, Record Load, and Scheduler tickets)

Executive Committee David Doennig, Chair, Stone County Library Terri York, Vice Chair, Webster County Library Cathy Dame, Secretary, Lebanon-Laclede County Library Sue Lightfoot, Member At-Large, Carrollton County Library Karen Hayden, Member At-Large, Little Dixie Regional Libraries inter-system transists per month Month Count Aug 39 Sep 141 Oct 229 Nov 319 Dec 708 Jan 1,202 Feb 1,234 Mar 1,587 Apr 1,691 May 1,829 June 1,906 Total 10,885 M OBIUS signed a second year contract with the Missouri State Library to host and manage the Missouri Evergreen Consortium on September 1, 2012. We were lucky to have hired Deborah Luchenbill in August 2012 as our first Missouri Evergreen Coordinator. Debbie s position is fully funded through our state contract. Debbie had to jump right into her new position, learning the Evergreen system, and implementing and training new member libraries. Ten Missouri public libraries were migrated to Missouri Evergreen within the last fiscal year. As of June 30, 2013, the Missouri Evergreen System had a total of 633,181 bibliographic records, 652,024 items, and 112, 594 patron records. Circulation slowly increased as we added new libraries every other month. The ten libraries are: Poplar Bluff Municipal Library Grundy County Jewett Norris Library Marshall Public Library Carrollton Public Library Lebanon-Laclede County Library Stone County Library Webster County Library Doniphan-Ripley County Library Albany Carnegie Public Library Little-Dixie Regional Library The Missouri Evergreen Executive Committee created circulation policies and procedures for the consortium and began the cataloging policy. A deduping project for the Missouri Evergreen database was researched and implemented. Missouri Evergreen is growing quickly adding new public libraries every other month. The consortium is in its formative years, still planning and developing policies and procedures. By this time next year, the consortium will have doubled in size, making it even an even more valuable service to the libraries and the communities they serve. Tickets Opened & Closed Opened: 276 Closed: 252

Statistics Ticket Breakdown by Institution Year End FY12-13 Institution Opened Closed Carrollton Public Library 43 43 Doniphan-Ripley County Library 10 10 Grundy County Library 12 13 Howard County Library 5 3 Lebanon-Laclede County Library 67 57 Little Dixie Regional Library 1 - Marshall Public Library 22 19 MOBIUS Office 2 1 Neosho-Newton County Library 1 1 Poplar Bluff Municipal Library 43 43 Stone County Library 9 7 Webster County Library 1 3